Author
@sikeda23 sikeda23
grade Bx.com/sikeda23 ↗
Japanese-market analyst mapping Asia AI-infra and semis supply chain to catalysts
Posts daily morning/weekly market memos, macro-print recaps,
trader score
+0.76
hit rate
70%
mean α
+0.44%
signals 14d
40
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 70% hit rate, +0.44% mean alpha, trader score +0.76. Their last-14d mentions, direction-adjusted, have moved +0.7% since posting (mean over 22 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | NVDA | @sikeda23 | -0.25 | Notes Cisco's dot-com-era experience is again being cited to illustrate Nvidia's risks. | -4.6% | tweet ↗ |
| 2026-08-27 | CSCO | @sikeda23 | +0.00 | Notes Cisco's dot-com-era experience is again being cited to illustrate Nvidia's risks. | -2.0% | tweet ↗ |
| 2026-08-27 | NVDA | @sikeda23 | +0.30 | Reports NVIDIA trading 6% higher premarket. | -4.6% | tweet ↗ |
| 2026-08-26 | · | @sikeda23 | · | Interprets the BOJ deputy governor's speech as clearly more hawkish while stopping short of imminent faster hikes. | · | tweet ↗ |
| 2026-08-26 | · | @sikeda23 | · | Notes a Bank of Japan deputy governor speech is scheduled today. | · | tweet ↗ |
| 2026-08-26 | NVDA | @sikeda23 | +0.55 | Praises Nvidia's procurement strength as a key management advantage comparable with Apple's. | +3.8% | tweet ↗ |
| 2026-08-26 | AAPL | @sikeda23 | +0.20 | Praises Nvidia's procurement strength as a key management advantage comparable with Apple's. | +2.0% | tweet ↗ |
| 2026-08-26 | 285A.T | @sikeda23 | +0.25 | News roundup highlights AI-driven component shortages and a new Kioxia manufacturing building. | · | tweet ↗ |
| 2026-08-26 | NVDA | @sikeda23 | +0.65 | Expects FY28 consensus upgrades because growth deceleration is milder than feared and supply easing offers upside. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @sikeda23 | +0.25 | Attributes Nvidia's after-hours reversal to a conference-call surprise but omits the underlying detail. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @sikeda23 | +0.55 | Nvidia beat revenue and EPS estimates and guided revenue above consensus, offset by a margin miss. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @sikeda23 | +0.00 | Promotes a free Nvidia earnings preview for the next morning. | +3.8% | tweet ↗ |
| 2026-08-25 | · | @sikeda23 | · | Highlights a physics-prediction AI claimed to process five million times more throughput. | · | tweet ↗ |
| 2026-08-25 | · | @sikeda23 | · | Says AI-assisted chip design strengthens the author's preference for semiconductor manufacturers. | · | tweet ↗ |
| 2026-08-25 | · | @sikeda23 | · | BOJ inflation measures show core CPI at 2.3% and core-core CPI at 2.2%, both above 2%. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.